iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
74 hedge funds and large institutions have $117M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 6 closing their positions.
164% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 14
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
26% more capital invested
Capital invested by funds: $92.9M → $117M (+$23.9M)
3% more funds holding
Funds holding: 72 → 74 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$10.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.82M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.21M |
| 4 |
Morgan Stanley
New York
|
+$1.79M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.51M |
| 2 |
Jane Street
New York
|
-$1.26M |
| 3 |
Bank of New York Mellon
New York
|
-$916K |
| 4 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
-$726K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$284K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
76
Flow Traders U.S.
New York
| – | -$284K | -11,311 | Closed |
|
|
AIC
77
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$279K | -11,125 | Closed |
|
78
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$250K | -9,957 | Closed |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| – | -$57K | -2,269 | Closed |
|
|
KPW
80
Kore Private Wealth
New York
| – | -$15K | -601 | Closed |
|
IBML Hedge Fund Activity: Q1 2019 in Review
74 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2019, worth a combined $117M — up 26% from $92.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBML positions and 6 closed out — a net gain of 2 holders — while 37 added to existing stakes and 14 trimmed.
The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $10.9M. The largest seller was Confluence Investment Management, cutting an estimated $1.51M.
- 74 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2019, up from 72 in Q4 2018.
- Funds reported $117M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2019, up 26% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2019 was Signature Estate & Investment Advisors, an estimated $10.9M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2019 was Confluence Investment Management, an estimated $1.51M sold.
Based on aggregated 13F filings for Q1 2019.